Investor Relations Analyst, AVP

State Street•Boston, MA

1d•$90,000 - $157,500

About The Position

The Investor Relations Analyst is part of State Street’s Investor Relations team and serves as a trusted internal adviser to senior management, providing insight into business performance in the context of financial markets. The role supports the Global Head of Investor Relations, the broader IR team, and State Street executives as they prepare for quarterly earnings, investor conferences, and meetings. Work includes financial modeling, consensus aggregation and analysis, and timely market intelligence and surveillance. The analyst works closely with executive management and business unit leaders and coordinates with Legal, SEC Reporting, Finance, and other corporate functions. The role contributes to clear, transparent communications about State Street’s vision and strategy for shareholder value. It involves analyzing sell-side expectations and the company’s competitive position, gathering and synthesizing market and competitor information, and preparing reports and materials for management. Success requires attention to detail, strong financial analysis and communication skills, an understanding of corporate finance and securities regulations, and the ability to deliver in a fast-paced environment.

Requirements

At least 5 years of experience in Investor Relations, equity or credit buy-side or sell-side research, corporate finance, or investment banking focused on financials.
Strong financial and investment analysis skills, oral and written communication skills, and presentation ability.
Thorough understanding of financial modeling techniques used by security analysts to project company operating and financial performance and stock value.
High numeracy and knowledge of bank financial analysis and valuation techniques.
Understanding of Regulation FD and applicable securities rules and regulations, with adherence to compliance procedures, operational risk controls, and regulatory requirements.
Understanding of financial and capital markets and ability to establish relationships quickly, internally and externally.
Strong interpersonal skills and ability to advise senior stakeholders credibly.
Ability to work independently with an owner’s mindset and collaboratively as a proactive team player.
High attention to detail and ability to adapt quickly in a fast-paced environment.
Ability to maintain strict confidentiality, exercise sound judgment, and use discretion when handling material non-public information.
Ability to develop strong networks and relationships within an organization.
Strong presentation skills and detailed knowledge of PowerPoint and Excel.
Ability to remain current on economic, political, regulatory, financial-industry, and stock-market topics relevant to State Street.
Ability to learn the company’s leaders, strategies, operating units, technologies, and financial performance expectations in depth.

Nice To Haves

CFA or equivalent qualification.

Responsibilities

Attend internal meetings with executive management and business unit leaders to understand the financial and strategic impact of management actions.
Assist in developing, preparing, and managing earnings releases, executive Q&A, and presentation materials.
Help create clear and transparent communications about the company’s vision and strategy for delivering shareholder value.
Analyze sell-side analyst models and understand market expectations.
Gather competitive intelligence through research and collaboration with other parts of the firm.
Provide analysis and insights on the company’s actual and perceived competitive position, strategic advantages, threats, and opportunities.
Gather information from quarterly earnings reports, conference presentations, and other events, and prepare summary reports for management.
Support quarterly earnings preparations, industry investor conferences, and meetings.
Perform financial modeling, consensus aggregation and analysis, and market intelligence and surveillance.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family-care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive awards, except for certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.